ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2023
Top Holdings673 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.3M | $1.8B | 7.3% | $143.39 | +93.95% | 18 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 8.1M | $1.3B | 5.3% | $105.36 | +54.00% | 15 qtrssince 2019-Q3 | Increased 65 |
AMAZON.COM INC | 7.8M | $810.6M | 3.2% | $103.58 | -1.52% | 15 qtrssince 2019-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.6M | $802M | 3.2% | $172.19 | +27.49% | 18 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL A | 6.2M | $643.9M | 2.6% | $95.44 | +4.92% | 18 qtrssince 2018-Q4 | Increased 58 |
UNITEDHEALTH GROUP INC | 1.2M | $569.2M | 2.3% | $352.37 | +26.74% | 18 qtrssince 2018-Q4 | Increased 68 |
THERMO FISHER SCIENTIFIC INC | 789,144 | $454.8M | 1.8% | $361.89 | +54.28% | 18 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORP | 1.5M | $421.2M | 1.7% | $20.62 | +32.66% | 18 qtrssince 2018-Q4 | Increased 49 |
ELI LILLY & CO | 1.2M | $396.9M | 1.6% | $185.85 | +80.16% | 18 qtrssince 2018-Q4 | Increased 52 |
TEXAS INSTRUMENTS INC | 2M | $371.9M | 1.5% | $106.37 | +58.15% | 18 qtrssince 2018-Q4 | Increased 49 |
STEEL DYNAMICS INC | 3.3M | $369.2M | 1.5% | $45.06 | +137.28% | 18 qtrssince 2018-Q4 | Increased 49 |
HCA HOLDINGS INC | 1.3M | $349M | 1.4% | $177.17 | +43.26% | 18 qtrssince 2018-Q4 | Increased 53 |
| 2.5M | $337.8M | 1.4% | — | — | 9 qtrssince 2021-Q1 | Increased 79 | |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.5M | $325.9M | 1.3% | $88.32 | +0.44% | 18 qtrssince 2018-Q4 | Increased 53 |
PROGRESSIVE CORP | 2.3M | $324M | 1.3% | $87.67 | +49.85% | 18 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 835,873 | $258.1M | 1.0% | $232.44 | +31.25% | 15 qtrssince 2019-Q3 | Increased 52 |
RELIANCE STEEL & ALUMINUM | 955,533 | $245.3M | 1.0% | $125.01 | +94.72% | 15 qtrssince 2019-Q3 | Decreased 0 |
OLD DOMINION FREIGHT LINE | 705,541 | $240.5M | 1.0% | $94.98 | +72.91% | 18 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 2.1M | $232.1M | 0.9% | $49.38 | +100.22% | 18 qtrssince 2018-Q4 | Increased 44 |
JOHNSON & JOHNSON | 1.4M | $214.9M | 0.9% | $114.17 | +23.55% | 18 qtrssince 2018-Q4 | Increased 49 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $25B across 673 positions as of Q1 2023. Top holdings: MSFT (7.3%), AAPL (5.3%), AMZN (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 15 new positions, 22 exits, 412 increased. Top move: FERGL (INCREASED, conviction 79). Portfolio: $25.0B across 673 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer